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Disclosery

Clearstead Advisors, LLC: IBMP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on IBMP, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 1,001,027 IBMP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,001,027 shares
    Change vs previous 13F +24,692 shares

    0.24% of the 13F portfolio, value $25,446,110.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 976,335 shares
    Change vs previous 13F +19,752 shares

    0.23% of the 13F portfolio, value $24,837,955.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 956,583 shares
    Change vs previous 13F +33,408 shares

    0.31% of the 13F portfolio, value $24,287,636.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 923,175 shares
    Change vs previous 13F +24,775 shares

    0.34% of the 13F portfolio, value $23,517,881.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 898,400 shares
    Change vs previous 13F +27,344 shares

    0.32% of the 13F portfolio, value $22,774,447.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 871,056 shares
    Change vs previous 13F -9,061 shares

    0.34% of the 13F portfolio, value $22,020,289.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 880,117 shares
    Change vs previous 13F +69,453 shares

    0.34% of the 13F portfolio, value $22,126,131.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 810,664 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $20,631,400.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).